Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .
Okay, we admit, it’s a stretch, but we wanted to hop into the spirit, and surprise you, our Knowledge Bureau Report readers, with a tuition treat to celebrate the long weekend!
The government has recently appointed a new Task Force on Women in the Economy. However, what’s missing among the 18 educated and highly qualified women on the board* is representation from the many women who, through self-employment and independent business ownership, contribute so much to growth in our economy. That’s a big miss. Here is why that is important:
With the dramatic increase in digital solutions, and the challenges presented by the pandemic, more of your clients may require more frequent communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders. In a highly complex tax and investment environment, differentiate yourself as a Real Wealth Manager™. Your new high value professional skills will help you connect the dots, and when you do, a bonus: you’ll receive an invitation to join in on some important peer-to-peer networking opportunities coming up this spring – exclusively for Real Wealth Managers™.
It’s April 1st next week, and that means a number of rates for the second quarter to reflect inflation calculations. This includes prescribed interest rates that affect how much you will receive on interest on refunds owed to you by CRA and pay on CRA overdue balances due from you. Will seniors get a raise on their OAS payments? What will be the prescribed interest charge on shareholder loan accounts? Here are the details:
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice doing 2020 tax returns with Knowledge Bureau’s newly released 2021 Professional Basic Tax Course.
You may have heard the saying “the harder I work, the luckier I get.” When it comes to tax, bookkeeping and financial advisory services, it can also be said that the more education you have, the better the advice you’ll give to the benefit of your lucky clients. For these reasons, we offer you twin “pots of educational gold” on this St. Patrick’s Day.
Okay, we admit, it’s a stretch, but we wanted to hop into the spirit, and surprise you, our Knowledge Bureau Report readers, with a tuition treat to celebrate the long weekend!
The government has recently appointed a new Task Force on Women in the Economy. However, what’s missing among the 18 educated and highly qualified women on the board* is representation from the many women who, through self-employment and independent business ownership, contribute so much to growth in our economy. That’s a big miss. Here is why that is important:
With the dramatic increase in digital solutions, and the challenges presented by the pandemic, more of your clients may require more frequent communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders. In a highly complex tax and investment environment, differentiate yourself as a Real Wealth Manager™. Your new high value professional skills will help you connect the dots, and when you do, a bonus: you’ll receive an invitation to join in on some important peer-to-peer networking opportunities coming up this spring – exclusively for Real Wealth Managers™.
It’s April 1st next week, and that means a number of rates for the second quarter to reflect inflation calculations. This includes prescribed interest rates that affect how much you will receive on interest on refunds owed to you by CRA and pay on CRA overdue balances due from you. Will seniors get a raise on their OAS payments? What will be the prescribed interest charge on shareholder loan accounts? Here are the details:
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice doing 2020 tax returns with Knowledge Bureau’s newly released 2021 Professional Basic Tax Course.
You may have heard the saying “the harder I work, the luckier I get.” When it comes to tax, bookkeeping and financial advisory services, it can also be said that the more education you have, the better the advice you’ll give to the benefit of your lucky clients. For these reasons, we offer you twin “pots of educational gold” on this St. Patrick’s Day.
